S·02 — SERVICE
Switch platforms without the pain
Clean data migration from any CRM to HubSpot. Field mapping, historical data, and team training included. We map first. We clean before we move. We verify after. And we train your team so they're ready when the switch happens.
- For when
- You're leaving Salesforce, Zoho, Pipedrive, or another system.
- You're consolidating two portals into one.
- Your last migration attempt left broken associations and duplicates behind.
Most migrations go wrong before they start.
The typical horror story: someone exports a CSV, maps fields incorrectly, and imports a large dataset with missing data, broken associations, and duplicated contacts. Months later, the team is still cleaning up.
RSM migrations are structured to prevent exactly that — a test batch moves first, and the full dataset only follows once it lands correctly.
FIG. · ORIGINAL SVG · FIELD NOTES SYSTEM
The process
Structured to prevent the surprises that sink most migrations.
- 01
Discovery & audit
We look at your current CRM data: volume, quality, custom fields, and relationships. Nothing moves until we know what we're working with.
- 02
Field mapping
We map every field from your old system to the right place in HubSpot. Where a field doesn't exist yet, we create it.
- 03
Data cleanup
Before anything moves, we pull duplicates, standardize formats, and fill required fields. Dirty data doesn't follow you to the new system.
- 04
Test migration
A small batch goes first. We check that everything landed correctly before touching the full dataset.
- 05
Full migration
Everything moves to HubSpot — contacts, companies, deals, with activities and history attached.
- 06
Validation & training
We check the data against your source system to confirm nothing was missed. Then we run a training session so your team can hit the ground running.
Included
Every migration includes.
- Pre-migration data audit — assess volume, quality, and gaps before anything moves.
- Custom field mapping — every field mapped correctly. No data left behind.
- Data deduplication — duplicates removed before they reach your new portal.
- Historical data preservation — activities, notes, emails, and deal history all migrate.
- Association mapping — contact-company-deal relationships rebuilt correctly.
- Post-migration validation — we verify accuracy against your source system before sign-off.
- Team training session — your team can start working in HubSpot immediately.
- 30-day support window — we answer questions and fix issues for 30 days after go-live.
Questions
Straight answers.
Salesforce, Zoho, Pipedrive, and others. If you're migrating off one of those, we know the edge cases. Every migration starts with an audit of what's actually in your current system.
Activities, notes, emails, and deal history migrate with the records, and contact-company-deal associations are rebuilt correctly. Your team works the Monday after cutover.
A test batch moves first and gets checked before the full dataset follows. After the full migration we validate against your source system before sign-off, then stay available for 30 days post go-live.
Start here
Ready to switch?
Book a call to discuss your migration. We'll assess your data and give you a realistic scope — or send the details through the form.
Received — we'll come back with the first questions.
If you'd rather not wait: hello@crmbyrsm.com.